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TMVIX vs TLGAX

Shared holdings
10
TMVIX covered by TLGAX
25.96%
TLGAX covered by TMVIX
25.96%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TMVIX (March 31, 2026)

SecurityWeight
T/P HIGH DVD STK11.30%
TP US LRG/MD CAP9.10%
MONEYMKT6.13%
LITTELFUSE INC2.90%
NEXTERA ENERGY INC2.78%
HUBBELL INC2.72%
EOG RESOURCES INC2.57%
CONOCOPHILLIPS2.43%
QNITY ELECTRONICS INC2.32%
CSX CORP2.30%
DEERE & CO2.20%
WEC ENERGY GROUP INC2.15%
MOTOROLA SOLUTIONS INC2.13%
SOUTHSTATE BANK CORP2.10%
O'REILLY AUTOMOTIVE INC2.07%
PROLOGIS INC REIT2.02%
PACKAGING CORP OF AMERICA2.02%
CULLEN FROST BANKERS INC2.01%
ADVANCED DRAINAGE SYSTEMS INC1.97%
GENERAL DYNAMICS CORPORATION1.93%
COSTCO WHOLESALE CORP1.88%
INTERCONTINENTAL EXCHANGE INC1.86%
MONOLITHIC POWER SYS INC1.85%
HCA HEALTHCARE INC1.80%
MICROCHIP TECHNOLOGY1.79%
CROWN HOLDINGS INC1.76%
WEYERHAEUSER CO1.76%
SHERWIN WILLIAMS CO1.73%
CACI INTL-A1.63%
STERIS PLC1.62%
REVVITY INC1.61%
MARZETTI COMPANY/THE1.61%
CADENCE DESIGN SYSTEMS INC1.60%
BROADCOM INC1.60%
WASTE CONNECTIONS INC1.56%
RAMBUS INC1.47%
CFD_EQS GOLDUS33 22569081.38%
ARTHUR J GALLAGHAR AND CO1.32%
DOMINOS PIZZA INC1.29%
MCCORMICK-N/V1.29%
POOL CORP1.25%
TYLER TECHNOLOGIES INC1.19%

TLGAX (March 31, 2026)

SecurityWeight
TP US LRG/MD CAP10.03%
BROADCOM INC7.44%
COSTCO WHOLESALE CORP5.37%
KLA CORP5.10%
MONEYMKT4.70%
ANALOG DEVICES INC4.46%
CATERPILLAR INC3.69%
ARISTA NETWORKS INC3.08%
AMPHENOL CORPORATION CL A3.04%
TAIWAN SEMIC MFG CO LTD SP ADR2.88%
LINDE PLC2.41%
PALO ALTO NETWORKS INC2.39%
CIENA CORP2.36%
O'REILLY AUTOMOTIVE INC2.32%
STRYKER CORP1.92%
INTUITIVE SURGICAL INC1.84%
INTERCONTINENTAL EXCHANGE INC1.84%
CADENCE DESIGN SYSTEMS INC1.78%
GE VERNOVA LLC1.73%
VERTIV HOLDINGS CO1.73%
SHOPIFY INC CL A1.44%
TRANE TECHNOLOGI1.43%
ROSS STORES INC1.27%
CANADIAN PACIFIC KANSAS CITY LTD1.23%
PROLOGIS INC REIT1.19%
CROWDSTRIKE HOLDINGS INC1.18%
SHERWIN WILLIAMS CO1.14%
CINTAS CORP1.13%
APPLOVIN CORP1.06%
FASTENAL CO1.03%
MARTIN MAR MTLS1.01%
PALANTIR TECHNOLOGIES INC0.97%
WILLIAMS COS INC0.91%
WASTE MANAGEMENT INC0.91%
HCA HEALTHCARE INC0.83%
TRANSDIGM GROUP INC0.82%
HOWMET AEROSPACE INC0.81%
SNOWFLAKE INC CL A0.79%
AMERICAN TOWER CORP0.79%
GUIDEWIRE SOFTWARE INC0.77%
CLOUDFLARE INC-A0.75%
LPL FINL HLDGS INC0.75%
DATADOG INC CL A0.73%
UNITED THERAPEUTICS CORP DEL0.66%
COMFORT SYSTEMS USA INC0.66%
TRACTOR SUPPLY CO.0.66%
QUANTA SVCS INC0.64%
CARVANA CO CL A0.55%
PROGRESSIVE CORP OHIO0.54%
AMERICAN ELECTRIC POWER CO INC0.52%

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